Activities help you record and manage all contact moments and processes with your relations in Tribe. They are useful for keeping a clear overview of communication, follow-up actions, and ongoing work such as sales opportunities or projects. You might use activities to plan tasks and appointments, log notes, or store important documents. By following this guide, you will understand the different activity types and how to create and manage them correctly.
Table Of Contents
What Does An Activity Do?
What Types Of Activities Are Available?
How Do I Manage Activity Types In Configuration?
How Do I Create Tasks And Appointments?
How Do I Create Notes And Attachments?
Quick Summary
What Does An Activity Do?
An activity records contact moments and processes linked to a relation. Activities are displayed in a timeline, allowing you to see the full history of communication at a glance. Tribe separates open activities from completed activities, helping you track progress and follow-up clearly.
What Types Of Activities Are Available?
Tribe includes several activity types, grouped by how they are used.
Activities With Follow-Up
These activities require action at a later moment.
Task: A reminder with a due date that appears in My Open Tasks.
Appointment: A scheduled meeting that appears in the Calendar.
Activities Without Follow-Up
These activities are used to log information.
Note: A short record of information or outcomes.
Attachment: A file such as an agreement, image, or presentation.
Document: A document created from a template.
E-mail: An email sent directly from Tribe.
Campaign: An email campaign, usually started from the dashboard.
Process Activities
These activities represent longer-running processes to which other activities can be linked.
Sales Opportunity
Project
Invoice
Subscription
Event
Support Ticket
Sales Order
Work Order
Complaint
Each process activity is explained in more detail in its own article.
How Do I Manage Activity Types In Configuration?
Administrators can enable or disable activity types based on organisational needs.
Open Configuration from the menu.
Select Activities.
Enable or disable the required activity types.
Click + Create Your Own Activity to add a custom activity type if needed.
Select an activity name to open its settings.
Click the Eye Icon to view all rules for that activity.
These settings apply across the organisation.
How Do I Create Tasks And Appointments?
Create A Task
Open My Workplace.
Select My Open Tasks.
Click +.
Enter the Subject.
Select the related Activity, which automatically fills the relation details.
Enter the remaining details and adjust the date if needed.
Select Save or Save And Open.
Tasks appear in the open task list and can be marked as completed when finished.
Create An Appointment
Open My Workplace.
Open the Calendar.
Click +.
Select Appointment.
Enter the Subject.
Select the related Activity and relation.
Set the date and time.
Select Save or Save And Open.
Appointments always appear in the calendar and can be synchronised with Outlook or Google Calendar.
Did you know?
You can also create tasks or appointments directly from a relation or activity by selecting + Task or + Appointment.
How Do I Create Notes And Attachments?
Create A Note
Open a Relation or Activity.
Click + Note.
Enter the note text.
Use formatting if needed.
Select Save.
Notes appear under completed activities and can be edited later by selecting the pencil icon.
Create An Attachment
Open a Relation or Activity.
Add the file as an Attachment.
Enter optional notes.
Select Save.
Attachments appear under completed activities and remain linked to the relation or activity.
Note: Each activity includes a Three Dots menu where you can delete the activity, view how often it has been viewed, or open the audit trail.
Quick Summary
Activities allow you to record, plan, and track all interactions with your relations in Tribe. You can use tasks and appointments for follow-up, and notes and attachments to log information and documents. Managing activity types in Configuration ensures Tribe matches your organisation’s workflow.